Roblox Corporation (RBLX): A Bull Case Theory

We came across a bullish thesis on Roblox Corporation on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on RBLX. Roblox Corporation's share was trading at $124.94 as of July 30^th.

TickerTrends made a bold call on Roblox (RBLX), projecting 33% year-over-year bookings growth—substantially higher than both Roblox’s guidance of 23% and Wall Street’s 24% consensus. This forecast, shared on May 29 when RBLX traded at $84.79, proved prescient, as the stock has since appreciated ~24% to around $105. The surge was driven by...